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netFORUM Pro Modules > Administration > Drop-Down List Setup > CRM Setup > Individuals > Setting Up the Suffix Drop-Down List
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Setting Up the Suffix Drop-Down List

The Suffix is an abbreviation or title that appears after an individual's last name, for example, Jr., Sr., or III. The suffix drop-down list appears on forms when adding or editing individual information.

The Suffix Drop-down List

You can add, edit, or delete drop-down list items from the Suffixes list on the Individual tab in CRM Setup.

To add a Suffix:

  1. Navigate to the CRM Overview page.
  2. On the Overview page, click Setup.
Tip: You can also access this setup page by clicking the Administration icon > Overview > Customer Setup link.
  1. On the Customer Information Profile page, select the Individual tab.
  2. On the Suffixes child form, click the ADD button.
  3. In the Name Suffix Information window, enter the Suffix.
  4. Click Save to add the suffix to the Suffix drop-down list in the application.

To edit a suffix:

  1. Click the edit button next to the suffix you would like to edit.
  2. Make your changes and click Save.

To delete a suffix from the drop-down list:

  1. Click the delete button next to the suffix you would like to delete.
  2. Click OK to confirm the deletion.